Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management Ltd & Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management & Derivatives & also Fellow & Chartered Financial Adviser with the CII.
Keith's role takes him throughout the UK meeting clients & advising on all aspects of wealth management. He has since qualified as an Independent Financial Adviser and now provides advice to new and existing clients on their pensions & investments. David also advises our corporate clients on their automatic enrolment obligations and setting up qualifying workplace pension schemes.
David is married with three boys and a young puppy and when he's not spending time with his family, he is often found hill walking or studying towards his next exam! You may find yourself speaking to her when you phone in as she sometimes takes reception calls. Sophie is responsible for compiling the Stockdale & Co investment reviews that you receive when an adviser comes to see you.
Keith's role takes him throughout the UK meeting clients & advising on all aspects of wealth management. He has since qualified as an Independent Financial Adviser and now provides advice to new and existing clients on their pensions & investments. David also advises our corporate clients on their automatic enrolment obligations and setting up qualifying workplace pension schemes.
David is married with three boys and a young puppy and when he's not spending time with his family, he is often found hill walking or studying towards his next exam! You may find yourself speaking to her when you phone in as she sometimes takes reception calls. Sophie is responsible for compiling the Stockdale & Co investment reviews that you receive when an adviser comes to see you.
Services
Financial planning helps identify and prioritise your short, medium and long term objectives through your different life stages.
Stockdale & Co will help by creating a defined plan to meet these specific objectives using your available tax allowances to invest in a tax efficient portfolio and seek to maximise long term returns in line with your chosen risk strategy.
We then review and maintain the plan to ensure you are on track to achieve your objectives.
Stockdale & Co will help by creating a defined plan to meet these specific objectives using your available tax allowances to invest in a tax efficient portfolio and seek to maximise long term returns in line with your chosen risk strategy.
We then review and maintain the plan to ensure you are on track to achieve your objectives.
Established in 1995 by Keith Stockdale and Sharon Stockdale, Stockdale & Co are a totally independent firm of financial advisers.
We provide sound unbiased advice to both individuals and corporate clients on all aspects of financial planning.
By devoting enough time to get to know you, by listening closely when you articulate your goals, we can understand your aspirations, determine your tolerance for risk and assess the complexities that affect your finances.
It is our role to help you consider your personal aims and objectives and to provide the advice that will help you achieve them.
We provide sound unbiased advice to both individuals and corporate clients on all aspects of financial planning.
By devoting enough time to get to know you, by listening closely when you articulate your goals, we can understand your aspirations, determine your tolerance for risk and assess the complexities that affect your finances.
It is our role to help you consider your personal aims and objectives and to provide the advice that will help you achieve them.
There are a bewildering range of savings and investment vehicles available to the investor.
The right investment portfolio should reflect your tax position and align with your attitude to risk.
We will tailor our advice to meet your objectives and maximise returns based on your chosen risk strategy and ensure your tax allowances are used to make your portfolio as tax efficiently as possible.
We can review any existing investment you may already hold to ensure that they match your attitude to risk and financial objectives.
The right investment portfolio should reflect your tax position and align with your attitude to risk.
We will tailor our advice to meet your objectives and maximise returns based on your chosen risk strategy and ensure your tax allowances are used to make your portfolio as tax efficiently as possible.
We can review any existing investment you may already hold to ensure that they match your attitude to risk and financial objectives.
When it comes to retiring, people are generally saving too little too late but with some careful pension planning we can help make sure that you have a comfortable and enjoyable retirement.
Pension planning can be a complex area but does benefit from tax reliefs to help you save for retirement, whilst potentially reducing the amount of tax you pay.
If you are thinking about retiring in the near future, or are already retired, we can help provide advice on the best way to access your retirement benefits and show you the retirement income path that best suits your needs.
Pension planning can be a complex area but does benefit from tax reliefs to help you save for retirement, whilst potentially reducing the amount of tax you pay.
If you are thinking about retiring in the near future, or are already retired, we can help provide advice on the best way to access your retirement benefits and show you the retirement income path that best suits your needs.
Receiving advice on estate planning ensures that you can pass more of your estate to your family when you die and less of your wealth ends up being paid to the Government in inheritance tax.
Stockdale & Co will be able to provide advice on using your annual exemptions and how to make investments that can reduce the amount of inheritance tax your estate will have to pay, leaving more of your wealth to your chosen beneficiaries.
Stockdale & Co will be able to provide advice on using your annual exemptions and how to make investments that can reduce the amount of inheritance tax your estate will have to pay, leaving more of your wealth to your chosen beneficiaries.
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